VVP
TLT icon

Venture Visionary Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Venture Visionary Partners’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,000
Closed -$89.4K – 704
2025
Q3 		$89.4K Buy
1,000
+600
+150% +$52.5K ﹤0.01% 609
2025
Q2 		$35.3K Buy
+400
New +$34.9K ﹤0.01% 599

Other funds holding TLT

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Venture Visionary Partners's TLT Position: Q3 2026 in Review

Venture Visionary Partners increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 2% in Q3 2026, buying an estimated $332K and bringing the position to 208,633 shares worth $16.2M. The position accounts for 0.42% of the portfolio, ranked #62.

Venture Visionary Partners first reported a position in TLT in Q4 2019 and has held it in 20 quarters since. The position peaked at $17.7M in Q2 2026. 46 funds tracked by Wall St. Rank hold TLT as of Q3 2026.

  • Venture Visionary Partners held 208,633 shares of iShares 20+ Year Treasury Bond ETF worth $16.2M as of Q3 2026.
  • Venture Visionary Partners bought 4,027 iShares 20+ Year Treasury Bond ETF shares in Q3 2026, an estimated $332K.
  • iShares 20+ Year Treasury Bond ETF made up 0.42% of Venture Visionary Partners's portfolio in Q3 2026, its #62 holding.
  • Venture Visionary Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Venture Visionary Partners's iShares 20+ Year Treasury Bond ETF position peaked at $17.7M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.